American Express Co
AXP- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0000004962
近 90 天，American Express Co 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,022 家機構在 13F 申報持有，市值合計 $1,951 億；波克夏、馬克爾集團等 8 位大師持有。
2024 年第 2 季 13F 持有人
American Express Co 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,349
- 較 2024 年第 1 季 +65 家
- 持有股數
- 6.04 億
- 較 2024 年第 1 季 −718.7 萬 (−1.2%)
- 總市值
- $1,398 億
- 較 2024 年第 1 季 +$8.34 億 (+0.6%)
- 新進機構
- 171
- 另有 830 家加碼
- 清倉機構
- 106
- 另有 927 家減碼
另有 32 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AXP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,349 | $1,398 億 |
| 2024 年第 1 季 | 2,316 | $1,395 億 |
| 2023 年第 4 季 | 2,192 | $1,145 億 |
| 2023 年第 3 季 | 2,003 | $913.0 億 |
| 2023 年第 2 季 | 2,048 | $1,079 億 |
| 2023 年第 1 季 | 2,056 | $1,029 億 |
| 2022 年第 4 季 | 2,008 | $922.5 億 |
| 2022 年第 3 季 | 1,919 | $850.9 億 |
| 2022 年第 2 季 | 1,975 | $879.8 億 |
| 2022 年第 1 季 | 2,067 | $1,200 億 |
| 2021 年第 4 季 | 2,005 | $1,061 億 |
| 2021 年第 3 季 | 1,879 | $1,112 億 |
| 2021 年第 2 季 | 1,851 | $1,126 億 |
| 2021 年第 1 季 | 1,781 | $964.7 億 |
2024 年第 2 季持有機構
每家機構持有 American Express Co 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 8,125 | $188.1 萬 | 0.06% | −288−3.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,121 | $188.0 萬 | 0.11% | −100−1.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,072 | $186.9 萬 | 0.14% | +2,814+53.5% | 加碼 |
| Vivid Wealth Management, LLC | 8,071 | $186.9 萬 | 1.05% | +5,065+168.5% | 加碼 |
| Lecap Asset Management Ltd | 8,064 | $186.7 萬 | 0.40% | +8,064 | 新進 |
| First Horizon Advisors, Inc. | 8,047 | $186.3 萬 | 0.06% | −656−7.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,033 | $186.0 萬 | 0.06% | +1,331+19.9% | 加碼 |
| Citizens National Bank Trust Department | 8,029 | $185.9 萬 | 0.41% | −10−0.1% | 減碼 |
| Spears Abacus Advisors LLC | 8,013 | $185.5 萬 | 0.04% | +20+0.3% | 加碼 |
| Bryn Mawr Trust Co | 7,996 | $185.1 萬 | 0.07% | −95−1.2% | 減碼 |
| Alpha DNA Investment Management LLC | 7,956 | $184.2 萬 | 1.05% | −430−5.1% | 減碼 |
| Game Plan Financial Advisors, LLC | 7,933 | $183.7 萬 | 0.91% | +7,803+6,002.3% | 加碼 |
| Delphi Management Inc | 7,915 | $183.3 萬 | 1.49% | +44+0.6% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,915 | $183.3 萬 | 0.06% | +5,364+210.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,901 | $182.9 萬 | 0.10% | +793+11.2% | 加碼 |
| IFP Advisors, Inc | 7,827 | $181.2 萬 | 0.07% | +4,540+138.1% | 加碼 |
| SOA Wealth Advisors, LLC. | 7,822 | $181.1 萬 | 0.36% | +1,164+17.5% | 加碼 |
| Vise Technologies, Inc. | 7,783 | $180.2 萬 | 0.32% | −312−3.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,748 | $179.4 萬 | 0.44% | +2,814+57.0% | 加碼 |
| Occudo Quantitative Strategies LP | 7,745 | $179.3 萬 | 0.32% | +7,745 | 新進 |
| GeoWealth Management, LLC | 7,740 | $179.2 萬 | 0.08% | +3,066+65.6% | 加碼 |
| Summit Global Investments | 7,735 | $179.1 萬 | 0.12% | +5,219+207.4% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 7,731 | $179.0 萬 | 0.62% | −716−8.5% | 減碼 |
| Intellectus Partners, LLC | 7,696 | $178.2 萬 | 0.49% | −150−1.9% | 減碼 |
| Excalibur Management Corp | 7,668 | $177.6 萬 | 0.72% | +10+0.1% | 加碼 |
| Spinnaker Trust | 7,654 | $177.2 萬 | 0.11% | 00.0% | 不變 |
| GLOBALT Investments LLC | 7,651 | $177.2 萬 | 0.07% | −144−1.8% | 減碼 |
| Dover Advisors, LLC | 7,639 | $176.9 萬 | 1.09% | +202+2.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 7,630 | $176.7 萬 | 0.08% | −968−11.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,614 | $176.3 萬 | 0.12% | +3,853+102.4% | 加碼 |
| Karpas Strategies, LLC | 7,600 | $176.0 萬 | 0.55% | +191+2.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 7,566 | $175.2 萬 | 0.17% | −364−4.6% | 減碼 |
| RMR Capital Management, LLC | 7,558 | $175.0 萬 | 1.60% | −71−0.9% | 減碼 |
| Palisade Asset Management, LLC | 7,558 | $175.0 萬 | 0.18% | 00.0% | 不變 |
| Mutual Advisors, LLC | 7,055 | $174.9 萬 | 0.05% | +60+0.9% | 加碼 |
| NBC Securities, Inc. | 7,551 | $174.8 萬 | 0.16% | +278+3.8% | 加碼 |
| Vident Advisory, LLC | 7,546 | $174.7 萬 | 0.05% | +329+4.6% | 加碼 |
| Western Wealth Management, LLC | 7,504 | $173.8 萬 | 0.13% | +267+3.7% | 加碼 |
| Oldfather Financial Services, LLC | 7,500 | $173.7 萬 | 0.71% | −495−6.2% | 減碼 |
| Holderness Investments Co | 7,492 | $173.5 萬 | 0.41% | +100+1.4% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,466 | $172.9 萬 | 0.47% | −147−1.9% | 減碼 |
| Boltwood Capital Management | 7,452 | $172.6 萬 | 0.54% | −508−6.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,442 | $172.3 萬 | 0.10% | +532+7.7% | 加碼 |
| Beach Investment Counsel Inc | 7,433 | $172.1 萬 | 0.21% | −200−2.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,427 | $172.0 萬 | 0.85% | +85+1.2% | 加碼 |
| Gratus Capital LLC | 7,427 | $172.0 萬 | 0.07% | +610+8.9% | 加碼 |
| Stablepoint Partners, LLC | 6,934 | $171.9 萬 | 0.33% | −468−6.3% | 減碼 |
| Ibex Wealth Advisors | 7,410 | $171.6 萬 | 0.27% | +7,410 | 新進 |
| Flputnam Investment Management Co | 7,409 | $171.5 萬 | 0.03% | +935+14.4% | 加碼 |
| Veracity Capital LLC | 7,392 | $171.2 萬 | 0.71% | +5+0.1% | 加碼 |
| RMR Wealth Builders | 7,373 | $170.7 萬 | 0.20% | +644+9.6% | 加碼 |
| Associated Banc-Corp | 7,365 | $170.5 萬 | 0.05% | +49+0.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,356 | $170.3 萬 | 0.06% | −598−7.5% | 減碼 |
| Applied Finance Capital Management, LLC | 7,345 | $170.1 萬 | 0.08% | +7,345 | 新進 |
| Gateway Investment Advisers LLC | 7,337 | $169.9 萬 | 0.02% | −1,049−12.5% | 減碼 |
| Nixon Peabody Trust Co | 7,304 | $169.1 萬 | 0.15% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 7,295 | $168.9 萬 | 0.14% | +5,601+330.6% | 加碼 |
| Birinyi Associates Inc | 7,250 | $167.9 萬 | 0.50% | 00.0% | 不變 |
| McAdam, LLC | 7,209 | $166.9 萬 | 0.10% | +129+1.8% | 加碼 |
| Center for Financial Planning, Inc. | 7,202 | $166.8 萬 | 0.24% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 7,262 | $166.7 萬 | 0.68% | +110+1.5% | 加碼 |
| AIA Group Ltd | 7,200 | $166.7 萬 | 0.05% | +300+4.3% | 加碼 |
| Everett Harris & Co | 7,188 | $166.4 萬 | 0.02% | 00.0% | 不變 |
| BancorpSouth Bank | 7,172 | $166.1 萬 | 0.12% | +27+0.4% | 加碼 |
| Van Strum & Towne Inc. | 7,140 | $165.3 萬 | 0.60% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 7,126 | $165.0 萬 | 0.05% | +355+5.2% | 加碼 |
| WSFS Capital Management, LLC | 6,753 | $164.8 萬 | 0.09% | +1,919+39.7% | 加碼 |
| Auxier Asset Management | 7,098 | $164.4 萬 | 0.26% | −90−1.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,561 | $163.8 萬 | 0.02% | +800+13.9% | 加碼 |
| American Trust | 7,043 | $163.1 萬 | 0.13% | −2,076−22.8% | 減碼 |
| Monte Financial Group, LLC | 7,000 | $162.1 萬 | 0.72% | −50−0.7% | 減碼 |
| Fort Point Capital Partners LLC | 6,993 | $161.9 萬 | 0.21% | −7−0.1% | 減碼 |
| Trust Asset Management LLC | 6,944 | $160.8 萬 | 0.14% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 6,993 | $160.1 萬 | 0.14% | −530−7.0% | 減碼 |
| Advisory Research Inc | 6,906 | $159.9 萬 | 0.30% | −1,041−13.1% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $159.4 萬 | 0.91% | 00.0% | 不變 |
| G&S Capital LLC | 6,527 | $159.3 萬 | 0.69% | +4,372+202.9% | 加碼 |
| MainStreet Investment Advisors LLC | 6,866 | $159.0 萬 | 0.19% | −2,170−24.0% | 減碼 |
| Piscataqua Savings Bank | 6,863 | $158.9 萬 | 1.41% | −15−0.2% | 減碼 |
| Legacy Edge Advisors, LLC | 6,843 | $158.4 萬 | 0.29% | +1,266+22.7% | 加碼 |
| Beacon Financial Group | 6,733 | $155.9 萬 | 0.18% | −61−0.9% | 減碼 |
| Bank Ozk | 6,714 | $155.5 萬 | 0.67% | +2,082+44.9% | 加碼 |
| Dynasty Wealth Management, LLC | 6,683 | $154.7 萬 | 0.05% | +110+1.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,738 | $153.9 萬 | 0.28% | −41−0.6% | 減碼 |
| Groupama Asset Managment | 6,616 | $153.2 萬 | 0.03% | +3,297+99.3% | 加碼 |
| Forum Financial Management, LP | 6,590 | $152.6 萬 | 0.03% | −362−5.2% | 減碼 |
| Hilltop National Bank | 6,580 | $152.4 萬 | 0.49% | +457+7.5% | 加碼 |
| Arkadios Wealth Advisors | 6,560 | $151.9 萬 | 0.10% | +4,422+206.8% | 加碼 |
| Engineers Gate Manager LP | 6,557 | $151.8 萬 | 0.03% | +3,445+110.7% | 加碼 |
| Chesapeake Wealth Management | 6,556 | $151.8 萬 | 0.55% | −569−8.0% | 減碼 |
| Lake Street Financial LLC | 6,553 | $151.7 萬 | 0.20% | −295−4.3% | 減碼 |
| Relative Value Partners Group, LLC | 6,553 | $151.7 萬 | 0.20% | +6,553 | 新進 |
| Checchi Capital Advisers, LLC | 6,548 | $151.6 萬 | 0.12% | +87+1.3% | 加碼 |
| Greenwood Gearhart Inc | 6,513 | $150.8 萬 | 0.14% | −110−1.7% | 減碼 |
| PFG Investments, LLC | 6,502 | $150.5 萬 | 0.11% | +373+6.1% | 加碼 |
| Patten & Patten Inc | 6,488 | $150.2 萬 | 0.11% | −45−0.7% | 減碼 |
| Smithfield Trust Co | 6,487 | $150.2 萬 | 0.08% | −116−1.8% | 減碼 |
| USA Financial Portformulas Corp | 6,426 | $148.8 萬 | 0.24% | +4,408+218.4% | 加碼 |
| Aptus Capital Advisors, LLC | 6,424 | $148.7 萬 | 0.03% | −97−1.5% | 減碼 |
| Tredje AP-fonden | 6,406 | $148.3 萬 | 0.01% | −6,000−48.4% | 減碼 |